PARTICIPATION AGREEMENT Among FRANK RUSSELL INVESTMENT COMPANY, RUSSELL FUND DISTRIBUTORS, INC. and AMERICAN UNITED LIFE INSURANCE COMPANYParticipation Agreement • July 2nd, 2004 • Aul American Unit Trust • New York
Contract Type FiledJuly 2nd, 2004 Company Jurisdiction
SERVICES AGREEMENT This Services Agreement ("Agreement") effective as of March 1st, 2018 by and among American United Life Insurance Company ("AULife") and OneAmerica Securities, Inc. ("Securities") (AULife and Securities, together, the "Company"),...Services Agreement • April 29th, 2019 • Aul American Unit Trust
Contract Type FiledApril 29th, 2019 Company
EXHIBIT 99.8.65 American United Life Insurance Company OneAmerica Securities, Inc. via email to: greg.quick@oneamerica.com Re: Service Agreement Payments Ladies and Gentlemen: As you know, American United Life Insurance Company and OneAmerica...Service Agreement • April 25th, 2018 • Aul American Unit Trust
Contract Type FiledApril 25th, 2018 Company
EXHIBIT 99.8.56 ADMINISTRATIVE SERVICES AGREEMENT This Agreement is entered into as of May 1, 2015 by and among AQR Funds (the "Trust"), a Delaware statutory trust, AQR Capital Management, LLC, a Delaware limited liability company (the "Adviser"), and...Administrative Services Agreement • April 22nd, 2016 • Aul American Unit Trust • Delaware
Contract Type FiledApril 22nd, 2016 Company Jurisdiction
FUND PARTICIPATION AGREEMENT THIS AGREEMENT, made as of the 1st day of April, 2003, by and between NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST ("TRUST"), NEUBERGER BERMAN MANAGEMENT INC. ("NB MANAGEMENT"), a New York corporation, and AMERICAN UNITED...Fund Participation Agreement • April 29th, 2005 • Aul American Unit Trust • New York
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RECITALSAssignment and Assumption Agreement • April 30th, 2003 • Aul American Unit Trust
Contract Type FiledApril 30th, 2003 Company
AGREEMENTServicing Agreement • April 29th, 2019 • Aul American Unit Trust • Massachusetts
Contract Type FiledApril 29th, 2019 Company Jurisdiction
FIRST AMENDMENT TO PARTICIPATION AGREEMENT American United Life Insurance Company and Fidelity Distributors Corporation hereby amend the Participation Agreement ("Agreement") dated April 30, 2003, by doing the following: Schedule A and of the...Participation Agreement • April 29th, 2005 • Aul American Unit Trust
Contract Type FiledApril 29th, 2005 CompanyAmerican United Life Insurance Company and Fidelity Distributors Corporation hereby amend the Participation Agreement ("Agreement") dated April 30, 2003, by doing the following:
Form N-4, Item 24(b) ---------------------------------------------------------- ---------------------- EXHIBIT 8.9 Form of Participation Agreement with T. Rowe Price Associates, Inc. and American United Life Insurance Company -------------...Participation Agreement • July 27th, 2001 • Aul American Unit Trust • Maryland
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PNC FUNDS PNC ADVANTAGE FUNDSShareholder Services Agreement • April 22nd, 2016 • Aul American Unit Trust • New York
Contract Type FiledApril 22nd, 2016 Company Jurisdiction
FORM N-4, ITEM 24(b)(8.38) FORM OF BROKER-DEALER AGREEMENT BETWEEN BLACKROCK INVESTMENTS, INC. & ONEAMERICA SECURITIES, INC. ------------------------------- ------------------------------------------------- Broker-Dealer...Broker-Dealer Agreement • April 20th, 2009 • Aul American Unit Trust • Delaware
Contract Type FiledApril 20th, 2009 Company Jurisdiction
PARTICIPATION AGREEMENT BETWEEN AMERICAN UNITED LIFE INSURANCE COMPANY AND MFS FUND DISTRIBUTORS, INC. THIS AGREEMENT, made and entered into this 29th day of May, 2002, by and between MFS FUND DISTRIBUTORS, INC., a Delaware corporation ("MFS") and...Participation Agreement • April 30th, 2003 • Aul American Unit Trust • Massachusetts
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Exhibit 99.8.55 SHAREHOLDER SERVICING AGREEMENT THIS SHAREHOLDER SERVICING AGREEMENT ("Agreement"), dated as of ____________, 2014 is made between Schwartz Investment Counsel, Inc. ("SICI"), a Michigan corporation, on behalf of the mutual funds set...Shareholder Servicing Agreement • April 24th, 2015 • Aul American Unit Trust • Michigan
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OFMerger Agreement • April 30th, 1998 • Aul American Unit Trust
Contract Type FiledApril 30th, 1998 Company
EXHIBIT 99.8.63 [VIRTUS LOGO] 100 Pearl Street 800.248.7971 VIRTUS.COM Hartford, CT 06103 VP Distributors, LLC. 100 Pearl Street Hartford, CT 06103 VIRTUS FUNDS SALES AGREEMENT To: OneAmerica Securities, Inc. Attention: Address City, State, Zip Code...Sales Agreement • April 25th, 2018 • Aul American Unit Trust • Connecticut
Contract Type FiledApril 25th, 2018 Company Jurisdiction
Exhibit 99.8.59 PRINCIPAL FUNDS DISTRIBUTOR, INC. SELLING AGREEMENT This Selling Agreement (the "Agreement") is made and entered into as of this 22nd day of March, 2017, between Principal Funds Distributor, Inc. ("Principal"), a Washington corporation...Selling Agreement • April 26th, 2017 • Aul American Unit Trust • Iowa
Contract Type FiledApril 26th, 2017 Company Jurisdiction
EXHIBIT 99.8.64 SERVICE AGREEMENT This Agreement is entered into as of June 5, 2017 between American United Life Insurance Company, OneAmerica Securities, Inc. ("Service Provider") and Virtus Fund Services, LLC ("VFS"). Service Provider is an agent...Service Agreement • April 25th, 2018 • Aul American Unit Trust • Massachusetts
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FEF DISTRIBUTORS, LLC 1345 AVENUE OF THE AMERICAS NEW YORK, NY 10105 (212) 698-3000 FIRST EAGLE FUNDS SELLING GROUP AGREEMENT As Distributor and principal underwriter of the Shares (the "Shares") of beneficial interest of First Eagle Funds, a Delaware...Selling Group Agreement • April 29th, 2019 • Aul American Unit Trust • New York
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EXHIBIT 8.3 FORM OF PARTICIPATION AGREEMENT WITH CALVERT VARIABLE SERIES ------ -------------------------------------------------------------------------- FUND PARTICIPATION AGREEMENT This AGREEMENT is made this 29th day of March, 1995, by and between...Fund Participation Agreement • April 30th, 1998 • Aul American Unit Trust • Indiana
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FUND PARTICIPATION AGREEMENT AMONG PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP PUTNAM INVESTOR SERVICES, INC. AND AMERICAN UNITED LIFE INSURANCE COMPANY, INC. ONEAMERICA SECURITIES, INC.Fund Participation Agreement • April 24th, 2015 • Aul American Unit Trust • Massachusetts
Contract Type FiledApril 24th, 2015 Company Jurisdiction
AMERICAN UNITED LIFE INSURANCE COMPANY(R) a ONEAMERICA(R) company CONTRACT NUMBER: [G XX,XXX] CONTRACTHOLDER: [ABC COMPANY] DATE OF ISSUE: [JANUARY 2, 2008] CONTRACT DATE: [JANUARY 1, 2008] FIRST CONTRACT ANNIVERSARY: [JANUARY 1, 2009] American United...Insurance Contract • May 2nd, 2008 • Aul American Unit Trust
Contract Type FiledMay 2nd, 2008 Company
DISTRIBUTION AND SERVICE AGREEMENT AGREEMENT made as of the 21St day of February, 2003 by and between T. Rowe Price Investment Services, Inc. ("Distributor"), T. Rowe Price Services, Inc. ("Transfer Agent") (collectively referred to as "T. Rowe...Distribution Agreement • April 30th, 2003 • Aul American Unit Trust • Maryland
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RECITALSService Agreement • April 25th, 2018 • Aul American Unit Trust • New York
Contract Type FiledApril 25th, 2018 Company Jurisdiction
Variable Group Annuity Contractholder Service Agreement This Variable Group Annuity Contractholder Service Agreement (the "Agreement") has been adopted pursuant to Rule 12b-1 under the Investment Company Act of 1940 (the "1940 Act") under a...Variable Group Annuity Contractholder Service Agreement • April 30th, 2003 • Aul American Unit Trust • Texas
Contract Type FiledApril 30th, 2003 Company Jurisdiction
ADMINISTRATIVE AND SHAREHOLDER SERVICES AGREEMENT Wells Fargo Funds Management, LLC ("WFFM") and Wells Fargo Funds Distributor, LLC ("WFFD") serve as the investment adviser and the principal underwriter for the Wells Fargo Funds (the "Funds"),...Administrative and Shareholder Services Agreement • April 29th, 2019 • Aul American Unit Trust • California
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SOLICITING DEALER AGREEMENT NYLIFE DISTRIBUTORS LLC 30 Hudson Street Jersey City, NJ 07302 Ladies and Gentlemen: We are the principal underwriter of the open-end investment companies sponsored, advised or administered by New York Life Investment...Soliciting Dealer Agreement • April 29th, 2019 • Aul American Unit Trust • New York
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RULE 22C-2 AGREEMENT (for use with Insurance Companies) THIS AGREEMENT is made effective as of March 2, 2018 by Delaware Distributors, L.P. ("DDLP") and American United Life Insurance Company ("Intermediary"): WHEREAS, DDLP serves as distributor for...Rule 22c-2 Agreement • April 29th, 2019 • Aul American Unit Trust • Pennsylvania
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ADMINISTRATOR NAME: AMERICAN UNITED LIFE INSURANCE COMPANY ("AUL") AND ONEAMERICA SECURITIES, INC. ("OAS") FINANCIAL SERVICES AGREEMENT This Agreement is made as of 08/15/2018, by and between Cohen & Steers Securities, LLC ("Distributor") and AUL and...Financial Services Agreement • April 29th, 2019 • Aul American Unit Trust • New York
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PARTICIPATION AGREEMENT FOR RETAIL MUTUAL FUNDS BY AND AMONG A I M GROWTH SERIES, A I M DISTRIBUTORS, INC., AND AMERICAN UNITED LIFE INSURANCE COMPANY TABLE OF CONTENTSParticipation Agreement • April 30th, 2003 • Aul American Unit Trust • Delaware
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GRAND DISTRIBUTION SERVICES, LLC 803 West Michigan Street, Suite A Milwaukee, Wisconsin 53233 FORM OF AGREEMENT FOR THE SALE AND SERVICING OF SHARES OF THE MARSHALL FUNDS(1) Ladies and Gentlemen: We have entered into a Distribution Agreement with the...Distribution Agreement • February 1st, 2008 • Aul American Unit Trust • Wisconsin
Contract Type FiledFebruary 1st, 2008 Company Jurisdiction
FORM N-4, ITEM 24(b) 8.50 Form OF SERVICE AGREEMENT BETWEEN PARNASSUS Investments and American United Life Insurance Company ------------------------ -------------------------------------------------------- PARNASSUS FUNDS DISTRIBUTOR SERVICE...Service Agreement • April 19th, 2011 • Aul American Unit Trust • California
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FORM N-4, ITEM 24(b)(8.59) Form of Mutual Fund Sales Agreement between Columbia Management Distributors, Inc. and American Untied Life Insurance Company COLUMBIA MANAGEMENT DISTRIBUTORS, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • April 20th, 2012 • Aul American Unit Trust • Massachusetts
Contract Type FiledApril 20th, 2012 Company JurisdictionFrom and after the Effective Date (as defined below), we will be the exclusive distributors of the shares of the funds of the fund families set forth in Schedule A (collectively, together with any funds that may hereafter become part of such fund families, the “CMD Distributed Funds”). We invite you to participate in the offer and sale of the shares of those CMD Distributed Funds (or classes thereof) as we may determine from time to time (each a “Fund” and collectively the “Funds”) on the terms set forth below.
FORM N-4, ITEM 24(b)(8.43) FORM OF SERVICE AGREEMENT BETWEEN DWS INVESTMENTS SERVICE COMPANY& AMERICAN UNITED LIFE INSURANCE COMPANY(R) -------------------- ------------------------------------------------------------ Service Agreement SERVICE...Service Agreement • April 20th, 2009 • Aul American Unit Trust • Delaware
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FORM N-4, ITEM 24(b)(4.27) Amendment to Group Annuity Contract ---------------- ----------------------------------------------------------------Group Annuity Contract Amendment • May 2nd, 2008 • Aul American Unit Trust
Contract Type FiledMay 2nd, 2008 CompanyAUL and the Contractholder hereby agree that the Contract is amended by adding the following provision: Loan Administration Fee: On the last day of each Contract Quarter, we deduct from a Participant's Account a Loan Administration Fee of up to section 12.50 for each Plan loan of the Participant that remains outstanding on such day. Alternatively, we may bill this charge to you if you and we mutually agree. If the entire balance of a Participant Account is applied or withdrawn before the last day of the Contract Quarter pursuant to the contract, the Loan Administration Fee attributable to the period of time which has elapsed since the first day of the Contract Quarter in which such application or withdrawal of funds is made will not be deducted from the amount applied or withdrawn and will not be billed to you.
Form of Columbia Management Distributors, Inc. Mutual Fund Sales Agreement From and after the Effective Date (as defined below), we will be the exclusive distributors of the shares of the funds of the fund families set forth in Schedule...Mutual Fund Sales Agreement • February 1st, 2008 • Aul American Unit Trust • Massachusetts
Contract Type FiledFebruary 1st, 2008 Company Jurisdiction